05/21/2014
Where is the Next Generation of Wealth Management Professionals?
Firms beginning to feel the pressure to diversify their ranks
Wealth and Asset Management
05/21/2014
Singapore is Expected to Overtake Switzerland as the World’s Epicentre of Wealth Management: AsiaBiz Services
Asiabiz Services shares how Singapore’s rise to global financial dominance came about.
05/21/2014
Chantrey Vellacott named in the Top 25 Private Client Accountancy Firms
Chantrey Vellacott has been named as one of the top 25 private client accountancy firms in the UK.
05/21/2014
Transferring Your Wisdom and Wealth
Successfully transferring wealth to your heirs is a challenging but priceless undertaking.
05/21/2014
Raymond James reports AUM up 20 percent from last year
In an effort to provide timely information to investors about general trends in our major business segments, we are releasing selected operating data for April 2014.
05/19/2014
INTERVIEW: José Jiménez - CEO, March Gestión de Fondos
On active vs passive management, the wine sector and more.
05/19/2014
Banque Cramer clinches deal to buy wealth manager
Both banks' private banking philosophy and strategy as well as their expertise and experience are ideally complementing each other.
05/19/2014
BMO named "Best Wealth Management in Canada 2014"
BMO recognized for its comprehensive wealth management services, array of local and global expertise and innovative investment and financial solutions
05/19/2014
Wealth management firm acquires mortgage aggregator for $17.6 million
chief executive Tim Brown said that all of Vow's existing staff would be retained and Vow chairman Peter Neustadt said that this was a "welcome strategic move for the Vow business."
05/19/2014
BNY Mellon partners with Goldman Sachs AM on investment strategies
BNY Mellon has partnered with Goldman Sachs Asset Management to expand the range of competitive strategies available to high-net-worth Asian investors on BNY Mellon’s separately managed accounts platform, Spectrum.
05/19/2014
Keeping wealth all in the family
“About 70% of family businesses fail in the second generation,” Deans told the Discovery financial planning summit last week.
05/19/2014
Promotions across Barclays Wealth and Investment Management in the Channel Islands
Barclays Wealth and Investment Management has promoted 12 employees across its Guernsey and Jersey operations in its 2014 promotions round.
05/19/2014
IFG gets off to strong start with trading in line with expectations
Financial services group IFG said it had a good start to the year, with trading in line with expectations as momentum in new business was maintained.
05/19/2014
Are underqualified CF30s the biggest risk to your business?
According to the FCA there is in fact no minimum professional standard for those with CF30s, although this can vary from role to role dependent on the scope of their responsibilities.
05/19/2014
Deutsche Asset & Wealth Management launches new fund
Alternative mutual funds are a critical part of our overall Americas strategy
05/19/2014
Karla Rabusch Recognized as One of the Top Women in Asset Management
Our industry has made great strides in recruiting, retaining, and promoting women
05/19/2014
Financial Advisors Overlook Or Misread Fundamental Client Behavior, According To EY
fortunately, this provides an incomplete view of the needs and desires of wealth management clients,” said Juan Carlos Lopez, Executive Director, Wealth Management at Ernst & Young LLP. “
05/16/2014
Private Bank aims to raise £20,000 for children’s literacy charity Beanstalk
A number of staff have also pledged to walk the 62 miles from London to Brighton on 24 May
05/16/2014
Wealth managers strike $624m tie-up deal
Financial adviser IOOF is taking control of a smaller rival in a $624 million deal that will create Australia's third largest wealth manager.
05/16/2014
Asia's Wealth Explosion Draws Private-Banker Swarm
Seeking to Capture the Opportunity, Banks Go on a Hiring Spree